See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,862 | $81,208-46.0% | $98,907-55.7% | $79,858-45.1% |
| Participation rate | 80.8% | 72.5%+8.3pp | 76.0%+4.8pp | 69.6%+11.2pp |
| Annual return | 15.44% | 60.99%-45.5pp | 196.43%-181.0pp | 31.71%-16.3pp |
| Employer contribution / active EE | $298 | $1,960-84.8% | $2,689-88.9% | $2,471-87.9% |
| Participant deferral / active EE | $2,149 | $3,265-34.2% | $4,244-49.4% | $3,740-42.5% |
| Admin fee / account holder | $3,959 | $6,013-34.2% | $6,642-40.4% | $5,306-25.4% |